When you want to show the data in one view representing records taken from 2 folders, follow this guide.

For example, there are 2 folders: Companies and Contacts.

  1. Contacts folder has email addresses of the contacts linked to the folder Companies.

  2. Let's say you want to send an email to all the people that belong to the companies that are in the Status>Partner and that hold position of CTO. It means that the Company record has a field STATUS with the value Partner. The Contact record has a filed Title having the value CTO.

Company record

People (Contact) record

3. I go to the folder COMPANIES and create a view: Filter by STATUS>is>Partner.    Save this view.

4. I go to the folder CONTACTS and create a view: Filter by: COMPANY>by view>Partner

This way I can now choose all the CTOs of the Partner companies and send them an email campaign.

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